Sponsor portfolio
TRAILHEAD PLANNERS, LLC
EIN 81-3324371financial servicesLatest filing 2025
Plans
1
Retirement
1
$281K assets
Welfare
0
Participants
4
5151 EDINA INDUSTRIAL BOULEVARD, SUITE 200 - EDINA, MN 55439503-773-9682trailheadplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRAILHEAD PLANNERS, LLC 401(K) PLAN | 401k | $281K | 4 | 2025 |
Retirement plans